I recently moved to Nashville and was looking for someone to handle my tax return. Previous…read moreaccountants I have worked with have caused unnecessary headaches, inducing stress at the thought of having to now find a new one in my latest place of residence. I met Amy Phillips (the owner) and decided to go ahead and give her firm a try (I had nothing to lose was my line of thinking). I can honestly say I had an amazing experience! Very professional, so speedy, documents were confidentially handled (one of the problems I have had in the past that made me hesitant in the first place in my search), rates were very reasonable, and Amy was very clear in addressing all of my questions, prompted me for information I hadn't initially given that was worth noting, etc. Overall, I am glad to say my anxieties and concerns have been overcome and I don't have to worry about who will handle my taxes in the future. I'll be using Phillips, CPA!

From the owner: TriStar CPAs, PLLC is a coalition of CPAs providing professional tax, accounting, consulting and…read moreadvisory services to support business clients and individuals as they make key financial decisions. We're positioned to help small businesses and individuals organize, streamline processes, and brainstorm with a disciplined approach to managing financial details. We'll be your guides and mentors as we equip you to face marketplace challenges, prepare for retirement, and strive for your goals.

Stifel Nicolaus has been my long-time brokerage firm and I have always been pleased. I deal with…read moreWill Johnson and Jeanine Gregory. Will is always easy to contact, but if he's gone on vacation, Jeanine is great, too. I also use Stifel as a bank and have a credit card with them. I have had no problems and recommend them if you are looking for a traditional brokerage firm.

have known the KF Group for several years. We met Larry at a networking event and quickly realized…read morehe was someone we could trust. His company connected us to several new clients. The team is responsive, always willing to help, and provides invaluable accounting advice that has saved us lots of money.

I have known the KF Group for several years. We met Larry at a networking event and quickly…read morerealized he was someone we could trust. His company connected us to several new clients. The team is responsive, always willing to help, and provides invaluable accounting advice that has saved us lots of money. We are hoping to utilize their outsourcing services soon. We are so thankful to have met this team and can't wait to continue doing business with them.

If I could give Vaden group/Elliott Davis a negative star rating I would. They were hired to be…read morebusiness managers for my family and businesses. When my addicted husband and I separated they took sides. They emptied and closed my bank accounts without my permission and drastically increased their fees. When my husband died they took money out of his accounts postmortem and then lost in court as they sued the estate for unjustified fees. They didn't forward mail and held onto checks and other important letters for months. The list goes on and on...

So end of 2020 and very happy with Estate & Financial Strategies. We have shifted to quarterly…read morephone calls with Hank and continue to have great results with his services. I am upgrading from 4 stars to 5 given our experience with Hank and the full scope of planning. The key thing with our experience is I am able to ask Hanks team email questions and they help me with strategic ideas. If it is outside their expertise they offer up other experts that could help. Partnering with Hank we have completed an estate plan, trust creation, tax planning including a new tax planner and working through Roth conversions. We are very happy 3 years in with Hank and his financial planning and services.

Wes Woods Financial has handled all of my finances since I lost my husband several years ago and…read morewas clueless about how to handle his 401k. I started there and was so pleased that within the year, I turned over other monies from stocks and maturing CD's to The Woods group to handle. I have always been very pleased with the results, with their openness in how to handle my account and with the speed with which I can access my money with no hassles. The reps have advised me on specific purchases within my portfolio so that I can get the most from my money plus they offered items with the best tax breaks. I have recommended WWF to several friends because I am so confident in what they offer and in how they run the business. iIt has really helped me and given me peace of mind as well as safety and growth in my finances.

My wife and I have been using Woods Financial to manage our retirement portfolio for a few years…read moreand have seen great results. Rachel is fantastic and we feel that treats our investments the same as she would her own. We agree with the philosophy approach taken. This year, we had Woods do our tax returns and was well pleased with that service as well.